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Disclosery

Allen Capital Group, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allen Capital Group, LLC on AEP, newest first. How the timeline and the estimate are built.

Allen Capital Group, LLC held 41,195 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,195 shares
    Change vs previous 13F +959 shares

    0.46% of the 13F portfolio, value $5,635,888.

    13F-HR 0001601384-26-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,236 shares
    Change vs previous 13F +897 shares

    0.48% of the 13F portfolio, value $5,274,135.

    13F-HR 0001601384-26-000004 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,339 shares
    Change vs previous 13F +312 shares

    0.42% of the 13F portfolio, value $4,536,180.

    13F-HR 0001601384-26-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,027 shares
    Change vs previous 13F +2,854 shares

    0.42% of the 13F portfolio, value $4,390,538.

    13F-HR 0001601384-25-000009 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,173 shares
    Change vs previous 13F +2,180 shares

    0.39% of the 13F portfolio, value $3,753,310.

    13F-HR 0001601384-25-000007 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,993 shares
    Change vs previous 13F +3,380 shares

    0.43% of the 13F portfolio, value $3,714,415.

    13F-HR 0001601384-25-000002 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,613 shares
    Change vs previous 13F +21,388 shares

    0.35% of the 13F portfolio, value $2,823,437.

    13F-HR 0001601384-25-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,225 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $946,485.

    13F-HR 0001601384-24-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).